Yes! An estate plan isn’t just for the wealthy—it’s for anyone who wants to make sure their loved ones are taken care of and their wishes are honored. It helps avoid family disputes, protects your assets, and ensures someone you trust can make decisions for you if needed. Without one, state laws decide what happens to your estate. Schedule a Peace of Mind Planning Session today to get started.

Probate is the legal process of settling an estate after someone passes away. This includes paying debts, verifying a will (if there is one), and distributing assets. It can be time-consuming and costly, but proper estate planning can help simplify or even avoid probate. Contact our office to learn how we can help you plan ahead.

Probate can take anywhere from six months to over a year, depending on the complexity of the estate and whether there are any disputes. A well-structured estate plan—especially one that includes a trust—can help speed up the process or bypass probate altogether. Let’s discuss your options in a Peace of Mind Planning Session.

A will states your wishes for distributing assets after your death but must go through probate. A trust allows your assets to pass directly to beneficiaries, avoiding probate and offering more privacy and control. Many people use both as part of a solid estate plan. We can help you decide what’s best for your family—schedule a Peace of Mind Planning Session today!